Questions to ask your former provider
| What to ask | What to know |
|---|---|
| Is a distribution form required? | It might be. If additional paperwork is required, have them send it to you, and we can help you complete it if needed. |
| If a distribution form is required, who, aside from myself, needs to sign it before I send it back to you? | It's most often a spouse, and sometimes, Fidelity. |
| Is a Letter of Acceptance required? | Quite often, it is. But we will automatically generate one for you. |
| Does my account include company stock? | If you have shares of company stock included in your old 401(k), it's easiest to give us a call at 800-343-3548 so that we can discuss how to include them in your rollover. |
| Where will you send my distribution check? | It's fine to send it directly to us or to you. However, how the check is made out is very important—please ensure your provider follows the guidelines in Step 3. |
